Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IMCG)

423 + Investors. Track Smart Money conviction in IMCG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +21
Streak
3Q ▲
Buyers last Q
54%

Smart Money Signals — IMCG

Based on 424 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added IMCG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
424 hedge funds hold IMCG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+61 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

197 buying165 selling
Last quarter: 197 funds bought or added vs 165 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new IMCG position: 30 → 60 → 39 → 53. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 25% medium ■ 18% new
245 out of 424 hedge funds have held IMCG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +34% but shares only +9% — price-driven

Value
+34%
Shares
+8%
Last quarter: the total dollar value of institutional holdings rose +34%, but actual share count only changed +9%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~53 new funds/quarter

45 → 30 → 60 → 39 → 53 new funds/Q
New funds entering each quarter: 30 → 60 → 39 → 53. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 22% newcomers

■ 61% veterans ■ 17% 1-2yr ■ 22% new
Entry-cohort mix of 424 holders: 260 (61%) are 2+ year veterans, 71 entered 1–2 years ago, and 93 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
25 of 423 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IMCG

In 2026 Q2, 197 hedge funds were net buyers of IMCG (53 opened a new position, 144 added to an existing one), while 165 reduced or exited (133 trimmed, 32 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 31% of total institutional value in IMCG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 424.

Hedge Fund Ownership: IMCG

How many hedge funds hold IMCG — quarterly history vs. share price
Quarterly hedge fund ownership of IMCG vs. share price

Market Analysis: IMCG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IMCG

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 18 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: IMCG
423 + Investors

Track Smart Money conviction in IMCG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 423 403 4.96%
13F Shares 28M 26M 8.56%
Total Value $2.69B $2.01B 34.18%
New Positions 53 39 +14
Increased Positions 144 158 -14
Closed Positions 32 27 +5
Reduced Positions 133 119 +14
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IMCG

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Institutional Holders (2026 Q2)

423 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IMCG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IMCG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cosner Financial Group, LLC 14.02% 277,581 $27.3M
2 RMG Wealth Management LLC 13.81% 1,332,132 $133.9M
3 Ptm Wealth Management, LLC 7.00% 163,480 $15.5M
4 Granville Capital, INC. 6.61% 150,569 $14.8M
5 Allegheny Financial Group 6.49% 622,184 $61.2M
6 Capital Wealth Management, LLC 5.76% 243,505 $23.9M
7 Premier Private Wealth Management LLC 5.59% 65,033 $6.4M
8 Beam Wealth Advisors, INC. 5.11% 260,379 $20.5M
9 Ipsen Advisor Group LLC 5.10% 80,652 $7.9M
10 Silver Oak Wealth Advisors Services, LLC 4.97% 84,468 $8.3M
11 OxenFree Capital LLC 4.95% 111,446 $10.8M
12 Cornerstone Planning Group LLC 4.70% 390,783 $37.3M
13 Victory Financial Group, LLC 4.45% 430,919 $42.4M
14 PFS Partners, LLC 4.14% 103,991 $10.2M
15 Tandem Financial, LLC 3.33% 112,506 $11.1M
16 Rockport Wealth LLC 3.21% 194,329 $19.1M
17 Eclectic Associates Inc /Adv 2.95% 263,644 $25.9M
18 Kellett Wealth Advisors, LLC 2.72% 59,428 $5.8M
19 Integrated Investment Consultants, LLC 2.55% 136,468 $12.9M
20 Prospect Financial Services LLC 2.33% 46,859 $4.6M
21 Vantagepoint Investment Advisers LLC 2.21% 3,006,105 $295.5M
22 IAG Wealth Partners, LLC 2.19% 225,135 $22.1M
23 Rodgers & Associates, LTD 2.11% 236,684 $23.3M
24 Denver Wealth Management, INC. 2.05% 72,745 $7.2M
25 Steinberganna Wealth Management 2.03% 50,878 $5.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Ishares Tr (IMCG)

What does the Smart Money Trend signal show for IMCG?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IMCG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IMCG?

Slight buying edge — 54% buying: Last quarter: 197 funds bought or added vs 165 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IMCG holders?

Strong quality — 31% AUM from major funds: 25 of 423 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IMCG?

58% of holders stayed for 2+ years: 245 out of 424 hedge funds have held IMCG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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